CRM Check List and Approval Processby Odoo Tools
Making a customer from an opportunity is the only goal of CRM pipeline. To achieve that goal sales staff needs to undertake a specific sequence of actions. Each of those actions is important on a definite funnel stage. Efficient companies know that missing of any step might result in a long-run failure. This is the tool to make sure such a failure will not happen. The app provides a check list for each pipeline stage to control over requirements' fulfilment, and make sure that each action is fully approved by responsible users.
The tool is compatible with both Odoo Enterprise and Odoo Community.
The tool for real-time control of customers' and opportunities duplicates€ 86
The tool to calculate sale trends and make prediction for future sales statistically€ 115
The tool to control poorly performing products
The tool to notify salespersons of topical activities by leads and opportunities€ 28
The tool to automatically assign a current user warehouse in sales orders€ 19
The tool to open sale orders by a number from any Odoo interface in a single click
The tool to build deep and structured knowledge base for internal and external use€ 228
The tool to automatically synchronize Odoo attachments with OwnCloud / NextCloud files in both ways€ 394
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways€ 394
OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.
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